SiteVue Campaigns Console

New Campaign Setup

Select a campaign to begin the intake process, or create a new one.

Create New Campaign

Full Campaign Name *

Short / Display Name * — appears in email subject lines Will read as: "Great Meeting You at [short]: SiteVue AI Follow-Up". Use a friendly event name, not the slug.

Campaign Slug * — becomes the folder name

City, State

Campaign Date

Industry

Campaign Mode

Drafts only (Recommended)

Round 1 drafts land in each owner's Gmail Drafts folder for manual review and send. No automated follow-ups will fire. Best for high-value contacts and for protecting sender reputation.

Automated follow-ups

Apps Script paces a multi-round sequence from the owner's Gmail. Use only when the volume justifies the sender-reputation cost.

Number of automated rounds

8 rounds (standard) 5 rounds (shorter campaign)

All rounds fire automatically via Apps Script on Google's servers.

Outreach Owner

The person running outreach for this campaign.

1 · Contacts

2 · Questionnaire

3 · Launch

Contact Questionnaire

Expand each contact to fill in context that will tailor the initial outreach.

Pre-Launch Checklist

Round Schedule

Drafts only — no automation will run

Round 1 drafts will be saved straight to each contact owner's Gmail Drafts folder for manual review and send. No Apps Script triggers will be created, and no follow-up rounds will fire.

Round 1 Send Time All rounds fire automatically via Apps Script on Google's servers.

Round 1 (initial)	Day 0	—
Round 2	Day +3	—
Round 3	Day +7	—
Round 4	Day +10	—
Round 5	Day +14	—
Round 6	Day +17	—
Round 7	Day +21	—
Round 8	Day +24	—

Active Campaigns

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Command Center

Building cross-campaign contacts view…

ROI & Pipeline

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Pipeline

Building pipeline rollup…

Link deal to a company in Attio

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Pick an existing company from your Top of Funnel, or type a new name. The link is written to the deal's associated_company field in Attio so future loads resolve cleanly.

Add contact

Saving adds the contact to the campaign, writes the person to Attio, and generates a Round 1 draft in the owner's Gmail. Nothing sends automatically. This is a major change, so matt@sitevue.ai is emailed a summary.

First name

Last name

Email *

Phone number Saved as the contact's individual number and synced to their Attio person record.

Company Optional, but the draft copy and the ARR estimate are generic without it.

Campaign *

Add campaign

Creates the campaign as drafts-only with you as the outreach owner. The event details below are optional; filling them in is what makes the generated Round 1 copy specific to the show. This is a major change, so matt@sitevue.ai is emailed a summary.

Campaign name *

Show event details — optional, but they sharpen the email copy

Short name — used in subject lines

City, state

Event date Bounds the email sweep to sends after the show.

Industry

Add contacts to a campaign

Upload spreadsheets (.xlsx / .csv) or badge photos. New contacts are added to the campaign; ones already in it are detected and skipped unless you choose to replace.

Campaign

Restart from Round 1

Generating Round 1 draft in your Gmail…

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Sending to —

Subject

Body

Send fires this email now from your Gmail, then resets the contact's round counter in the Sheet and Attio. Future rounds will fire on the campaign's normal cadence from today.

Add Contacts —

📷

Drop a business card or badge photo here
Supports .jpg .jpeg .png .webp

How should outreach for these new contacts be handled?

Drafts only (Recommended)

App writes an initial outreach draft into the assigned owner's Gmail, plus a copy-paste block. Added to Attio with full attribution. Nothing is sent automatically.

Automated sequence

Adds these contacts to the live Apps Script flow. They start at Round 1 on their own schedule, not joining the in-flight sequence.

Start at round

Round 1 = initial outreach.

✓

Copy into your Apps Script Google Sheet

Paste these rows into the Contacts sheet in your campaign's Google Sheet so future rounds pick them up automatically.

Confirm Attio overwrite

— already has a value in Attio. Confirm to replace it with the new estimate, or cancel to keep Attio's existing number.

CURRENTLY IN ATTIO

Workers: —

Account potential: —

PROPOSED

Workers: —

Account potential: —

Questionnaire — —

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Playbook — —

Mark each step as you complete it. Every completion is logged in the app and as a note on the person record in Attio, so anyone on the team sees the touch history in either place.

Completions also count toward the Activity Tracker: a phone step is credited as a call (with the outcome you pick), a LinkedIn or in-person step as a note. Email steps are not counted here because the mailbox sweep already counts the send.

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Manage —

CURRENT OWNER

—

Reassign to (email):

The new owner will receive a notification email with the draft body to copy into their own Gmail. No re-auth required.

To disqualify or mark do-not-contact, use the ✕ Disqualify button on the contact's row.

Log call: —

PHONE

Outcome

Notes (optional)

Log note: —

This note is saved to the contact's touch log and written to Attio (on the person and their company). No call outcome is required.

Note history

New note

Bulk Reassign: 0 selected

Notify:

Outreach owners

Drafts are pushed into the assigned owner's Gmail. Each owner must sign into the app at least once for their account to be available.

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Draft for —

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How should this batch be handled?

You can still override any individual contact in the contacts table afterwards.

Drafts only (Recommended)

App writes an initial outreach draft into the assigned owner's Gmail, plus a copy-paste block. Nothing is sent automatically. Best for high-value or enterprise contacts and for protecting sitevue.ai sender reputation.

Automated sequence

Full Apps Script follow-up flow (5 or 8 rounds depending on the campaign). Sends from the owner's Gmail on a paced schedule. Use only when the volume justifies the reputation cost.

Note: These contacts will start at Round 1 on their own schedule, not joining the in-flight sequence.